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Essential Utilities

682 hedge funds and large institutions have $8.2B invested in Essential Utilities in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 285 increasing their positions, 200 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.67M

43% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 200

18% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 65

1% more funds holding

Funds holding: 678682 (+4)

2.17% less ownership

Funds ownership: 80.86%78.7% (-2.2%)

7% less capital invested

Capital invested by funds: $8.81B → $8.2B (-$608M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
682
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
8.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
77
Increased
285
Reduced
200
Closed
65
Calls
$14.5M
Puts
$5.67M
Net Calls
+$8.82M
Net Calls Change
+$3.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$65.3M -$25.9M -664,484 -27%
Empower Advisory Group
27
Empower Advisory Group
Colorado
$63.5M +$1.01M +25,803 +2%
Allianz Asset Management
28
Allianz Asset Management
Germany
$61.2M +$713K +18,296 +1%
UBS Group
29
UBS Group
Switzerland
$57.7M -$2.83M -72,696 -4%
Bank of America
30
Bank of America
North Carolina
$49.6M +$22M +564,799 +73%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$47.2M +$46.6M +1,195,189 +1,572%
EIP
32
Epoch Investment Partners
New York
$44M +$290K +7,458 +0.6%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$42.8M +$4.71M +121,011 +12%
Franklin Resources
34
Franklin Resources
California
$42.7M +$3.87M +99,255 +9%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$37.4M +$26.7M +685,024 +213%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$37.3M -$4.3M -110,418 -10%
AAMU
37
AEGON Asset Management (UK)
United Kingdom
$33.4M +$5.44M +139,727 +18%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$32.4M +$865K +22,210 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$31.9M +$14M +359,104 +72%
ProShare Advisors
40
ProShare Advisors
Maryland
$30.9M -$4.02M -103,134 -11%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$29.9M -$5.34M -136,974 -15%
Millennium Management
42
Millennium Management
New York
$29.6M +$29.3M +752,350 +1,731%
Swiss National Bank
43
Swiss National Bank
Switzerland
$29.4M +$2.2M +56,600 +8%
GKIM
44
GW&K Investment Management
Massachusetts
$26.6M -$558K -14,315 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$26.5M +$25M +642,277 +851%
Goldman Sachs
46
Goldman Sachs
New York
$26.1M -$9.36M -240,428 -25%
EIP
47
Energy Income Partners
Connecticut
$25.4M -$1.46M -37,493 -5%
GCM
48
Ghisallo Capital Management
Massachusetts
$23.8M +$25M +642,030 New
Principal Financial Group
49
Principal Financial Group
Iowa
$23.6M -$2.75M -70,514 -10%
Wells Fargo
50
Wells Fargo
California
$22.7M +$3.47M +89,105 +17%

WTRG Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2025, worth a combined $8.2B — down 6.9% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WTRG positions and 65 closed out — a net gain of 12 holders — while 285 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $97.9M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $389M.

  • 682 institutional investors held Essential Utilities (WTRG) as of Q2 2025, up from 678 in Q1 2025.
  • Funds reported $8.2B of Essential Utilities stock for Q2 2025, down 6.9% quarter-over-quarter.
  • 77 funds opened new Essential Utilities positions in Q2 2025 and 65 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2025 was Citadel Advisors, an estimated $97.9M added.
  • The largest Essential Utilities seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $389M sold.

Based on aggregated 13F filings for Q2 2025.